PGWM
Parisi Gray Wealth Management’s Citigroup C Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-649
| Closed | -$46K | – | 192 |
|
|
2021
Q2 | $46K | Buy |
+649
| New | +$46K | 0.02% | 303 |
|
|
2020
Q1 | – | Sell |
-2,661
| Closed | -$213K | – | 106 |
|
|
2019
Q4 | $213K | Sell |
2,661
-1,276
| -32% | -$102K | 0.12% | 98 |
|
|
2019
Q3 | $272K | Sell |
3,937
-104
| -3% | -$7.19K | 0.18% | 83 |
|
|
2019
Q2 | $283K | Sell |
4,041
-972
| -19% | -$68.1K | 0.19% | 84 |
|
|
2019
Q1 | $312K | Hold |
5,013
| – | – | 0.2% | 79 |
|
|
2018
Q4 | $260K | Hold |
5,013
| – | – | 0.18% | 84 |
|
|
2018
Q3 | $366K | Sell |
5,013
-125
| -2% | -$9.13K | 0.23% | 84 |
|
|
2018
Q2 | $345K | Sell |
5,138
-15,047
| -75% | -$1.01M | 0.23% | 86 |
|
|
2018
Q1 | $1.38M | Sell |
20,185
-100
| -0.5% | -$6.85K | 1.06% | 19 |
|
|
2017
Q4 | $1.51M | Buy |
+20,285
| New | +$1.51M | 1.13% | 19 |
|